How do they match: Insurance Claims and Policy Processing Clerks

  • Insurance Claims and Policy Processing Clerks

  • Policy Analyst
  • Policy Change Clerk
  • Policy Checker
  • Policy Issue Clerk
  • Policy Title Typist
  • Billing and Insurance Coordinator
  • Cyber Insurance Policy Specialist
  • Insurance Policy Issue Clerk

  • Process new insurance policies, modifications to existing policies, and claims forms. Obtain information from policyholders to verify the accuracy and completeness of information on claims forms, applications and related documents, and company records. Update existing policies and company records to reflect changes requested by policyholders and insurance company representatives.

  • Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
  • Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
  • Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
  • Notify insurance agent and accounting department of policy cancellation.
  • Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
  • Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
  • Process and record new insurance policies and claims.
  • Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
  • Review insurance policy to determine coverage.

  • Explain regulations, policies, or procedures.